Documents / Items to Send: Personal and Business Bank Statements (last 3 months), Personal and Business Tax Returns (last 2 years), Business Financial Statements (balance sheet, income statement, and cash flow statement), Personal Financial Statement (PFS): Assets, Liabilities, and Net Worth, Driver’s License, SSN, and Details of Existing Loans or Lines of Credit, Business Plan: Executive Summary, Products/Services, Target Market, Financial Projections